EPISODE · Feb 10, 2026 · 40 MIN
Why You Need a Trust to Save on Taxes - EP 5
from Beyond the Listing · host Pam Flitton
In this episode of Beyond the Listing, host Pam talks with Sally Gimon, a trust expert, who shares her insights on how trusts can help individuals, entrepreneurs, and real estate investors reduce their taxes by as much as 90%. Sally walks through how these powerful trust structures are a legal tool for saving on capital gains, rental income taxes, and more.This conversation offers practical advice for anyone who’s self-employed, owns real estate, or simply wants to protect their wealth from excessive taxation. Sally also provides a simple step-by-step guide for getting started with a trust, ensuring you don’t miss out on one of the best-kept secrets for saving money.🎧 Hosted by: Pam🎙 Guest: Sally GimonSally Gimon is a Trust Educator, Tax Strategist, and founder of The Trust Is You. After two decades as an insurance agent, she transitioned into real estate investing and financial education. Drawing from her experience navigating capital gains and tax challenges, Sally now teaches entrepreneurs and investors about advanced trust structures and legal tax strategies based on IRS Code 643(b).💡 What You’ll Learn in This Episode:✔️ How a Spendthrift Trust can help you save on federal and state taxes✔️ Why most business owners and real estate investors need a trust✔️ How to set up a trust and save money on taxes legally✔️ The secret strategy the wealthy use to avoid taxes✔️ How to protect your assets and build generational wealth✔️ Simple steps to get started with your trust💼 Connect with Sally Gimon:🌐 Website → https://www.sallygimon.com/📘 Facebook → https://www.facebook.com/TheTrustisyou/📷 Instagram → https://www.instagram.com/sallygimon/🔗 LinkedIn → https://www.linkedin.com/in/sallygimon/🎙 Follow Pam:🌐 Website → http://www.platinumpropertygroup.net/📘 Facebook → https://www.facebook.com/pflitton📷 Instagram → https://www.instagram.com/flittonpam/🔗 LinkedIn → https://www.linkedin.com/in/pamflitton/🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below! ⭐ Produced by Icons of Real Estate - https://iconsofrealestate.com/
What this episode covers
In this episode of Beyond the Listing, host Pam talks with Sally Gimon, a trust expert, who shares her insights on how trusts can help individuals, entrepreneurs, and real estate investors reduce their taxes by as much as 90%. Sally walks through how these powerful trust structures are a legal tool for saving on capital gains, rental income taxes, and more.This conversation offers practical advice for anyone who’s self-employed, owns real estate, or simply wants to protect their wealth from excessive taxation. Sally also provides a simple step-by-step guide for getting started with a trust, ensuring you don’t miss out on one of the best-kept secrets for saving money.🎧 Hosted by: Pam🎙 Guest: Sally GimonSally Gimon is a Trust Educator, Tax Strategist, and founder of The Trust Is You. After two decades as an insurance agent, she transitioned into real estate investing and financial education. Drawing from her experience navigating capital gains and tax challenges, Sally now teaches entrepreneurs and investors about advanced trust structures and legal tax strategies based on IRS Code 643(b).💡 What You’ll Learn in This Episode:✔️ How a Spendthrift Trust can help you save on federal and state taxes✔️ Why most business owners and real estate investors need a trust✔️ How to set up a trust and save money on taxes legally✔️ The secret strategy the wealthy use to avoid taxes✔️ How to protect your assets and build generational wealth✔️ Simple steps to get started with your trust💼 Connect with Sally Gimon:🌐 Website → https://www.sallygimon.com/📘 Facebook → https://www.facebook.com/TheTrustisyou/📷 Instagram → https://www.instagram.com/sallygimon/🔗 LinkedIn → https://www.linkedin.com/in/sallygimon/🎙 Follow Pam:🌐 Website → http://www.platinumpropertygroup.net/📘 Facebook → https://www.facebook.com/pflitton📷 Instagram → https://www.instagram.com/flittonpam/🔗 LinkedIn → https://www.linkedin.com/in/pamflitton/🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below! ⭐ Produced by Icons of Real Estate - https://iconsofrealestate.com/
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Why You Need a Trust to Save on Taxes - EP 5
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